What AI assistants actually recommend when buyers ask about ai tools for financial advisors — measured on a rolling 4-week window across 4 engines, published as open data.
Updated 2026-09-18 · 28 sampled answers · rolling 4-week window · methodology
Rankings are measured from sampled AI answers — never editorial, never paid. Orbator builds AI-visibility tooling; when Orbator itself appears in any category, it is measured by the same rules as everyone else.
Measured by Orbatormethodology owner Henrik Tellewindow ends Sep 18, 2026
Sample: 28 AI answers · Window: Aug 21, 2026 – Sep 18, 2026 (4-week rolling) · trend vs prior 4 weeks (84 answers)
Samples by engine: GEMINI 7 (last run Aug 29, 2026) · CHATGPT 7 (last run Aug 29, 2026) · CLAUDE 7 (last run Aug 30, 2026) · PERPLEXITY 7 (last run Aug 29, 2026) · GROK 0 (last run Aug 8, 2026 — stalest)
How these numbers are made: sampling design · prompt provenance · what counts as a mention · what we cannot see
On the record: This ranking is frozen as a dated snapshot every day. View this category's history to see what entered and left the ranking and when, or read what the engines actually said on a given day.
Across 28 sampled AI answers from 4 engines, Jump is recommended most often — appearing in 35.7% of recommendations, followed by Zocks (35.7%) and Orion (32.1%).
This is a measurement of share of voice across 4 AI engines — not an editorial pick. See the full ranking below.
Orbator asked Gemini, ChatGPT, Claude and Perplexity buyer questions about ai tools for financial advisors and sampled 28 answers between Aug 21, 2026 and Sep 18, 2026. Recommendation share counts the answers that recommended or listed a product, so a passing mention or a warning adds nothing to it. A category publishes once it holds at least 20 independently sampled answers in the window. Read the full methodology or download this ranking as CSV.
Buyer prompts in this window split across seven questions, from picking a tool for client reporting to comparing options for independent advisors against large advisory firms. The intent with the most runs is a tie. Best-in-category questions ran 10 times, and Jump led them at 80% with 8 mentions. Problem-solving questions also ran 10 times, covering meeting prep and explaining complex financial topics to clients, and no product led them. Recommendation prompts about automating client portfolio reports ran 5 times, and Orion led every one of them at 100% with 5 mentions. Comparison prompts ran 5 times, with Jump and Zocks both at 80%. Alternatives prompts ran 5 times, with Holistiplan and RightCapital both at 40%. No product in the top five carries a pricing fact in this snapshot, so shortlist on the task you are buying for rather than on measured cost.
| # | Product | Share | Trend | Engines | |
|---|---|---|---|---|---|
| 1 | jump.ai | 35.7% 95% CI 20.7–54.2% 10 mentions · avg pos 4 first pick 60% | — | GEMINI 42.9%CHATGPT 42.9%CLAUDE 28.6%PERPLEXITY 28.6% | Claim |
| 2 | zocks.io | 35.7% 95% CI 20.7–54.2% 10 mentions · avg pos 4.8 first pick 10% | — | GEMINI 42.9%CHATGPT 42.9%CLAUDE 28.6%PERPLEXITY 28.6% | Claim |
| 3 | orion.com | 32.1% 95% CI 17.9–50.7% 9 mentions · avg pos 3.8 first pick 44.4% | — | GEMINI 28.6%CHATGPT 14.3%CLAUDE 57.1%PERPLEXITY 28.6% | Claim |
| 4 | rightcapital.com | 28.6% 95% CI 15.3–47.1% 8 mentions · avg pos 5.4 first pick 12.5% | — | GEMINI 57.1%CLAUDE 28.6%PERPLEXITY 28.6% | Claim |
| 5 | holistiplan.com | 21.4% 95% CI 10.2–39.5% 6 mentions · avg pos 4.8 first pick 0% | — | GEMINI 42.9%PERPLEXITY 42.9% | Claim |
| 6 | fpalpha.com | 21.4% 95% CI 10.2–39.5% 6 mentions · avg pos 5.3 first pick 0% | — | GEMINI 42.9%CHATGPT 14.3%CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 7 | nitrogen.io | 21.4% 95% CI 10.2–39.5% 6 mentions · avg pos 5.8 first pick 0% | — | GEMINI 14.3%CHATGPT 14.3%CLAUDE 14.3%PERPLEXITY 42.9% | Claim |
| 8 | make.com | 17.9% 95% CI 7.9–35.6% 5 mentions · avg pos 4 first pick 40% | — | GEMINI 14.3%CHATGPT 28.6%CLAUDE 28.6% | Claim |
| 9 | emoneyadvisor.com | 17.9% 95% CI 7.9–35.6% 5 mentions · avg pos 4.8 first pick 0% | — | GEMINI 14.3%CLAUDE 28.6%PERPLEXITY 28.6% | Claim |
| 10 | Salesforce | 17.9% 95% CI 7.9–35.6% 5 mentions · avg pos 5.6 first pick 0% | — | GEMINI 14.3%CLAUDE 42.9%PERPLEXITY 14.3% | Claim |
| 11 | wealthbox.com | 17.9% 95% CI 7.9–35.6% 5 mentions · avg pos 8.4 first pick 20% | — | GEMINI 42.9%CLAUDE 28.6% | Claim |
| 12 | microsoft.com | 17.9% 95% CI 7.9–35.6% 5 mentions · avg pos 10.5 first pick 0% | — | GEMINI 42.9%CHATGPT 14.3%PERPLEXITY 14.3% | Claim |
| 13 | Denali AI | 14.3% 95% CI 5.7–31.5% 4 mentions · avg pos 5.5 first pick 25% | — | GEMINI 28.6%CHATGPT 14.3%CLAUDE 14.3% | Claim |
| 14 | redtailtechnology.com | 14.3% 95% CI 5.7–31.5% 4 mentions · avg pos 6.7 first pick 25% | — | GEMINI 14.3%CLAUDE 42.9% | Claim |
| 15 | eMoney Advisor | 14.3% 95% CI 5.7–31.5% 4 mentions · avg pos 6.8 first pick 0% | — | GEMINI 14.3%CLAUDE 14.3%PERPLEXITY 28.6% | Claim |
| 16 | monarch.com | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 2 first pick 33.3% | — | CHATGPT 14.3%CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 17 | monarchmoney.com | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 2 first pick 33.3% | — | CHATGPT 14.3%CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 18 | useorigin.com | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 4 first pick 0% | — | CHATGPT 14.3%PERPLEXITY 28.6% | Claim |
| 19 | Planful | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 4.7 first pick 33.3% | — | GEMINI 14.3%CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 20 | empower.com | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 5 first pick 33.3% | — | GEMINI 14.3%CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 21 | incomelaboratory.com | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 6 first pick 33.3% | — | GEMINI 14.3%CLAUDE 28.6% | Claim |
| 22 | Zeplyn | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 7 first pick 33.3% | — | GEMINI 14.3%CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 23 | ARKEN | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 9.3 first pick 0% | — | GEMINI 28.6%CLAUDE 14.3% | Claim |
| 24 | neurons-lab.com | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 11.7 first pick 0% | — | GEMINI 42.9% | Claim |
| 25 | TIFIN | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 12 first pick 0% | — | GEMINI 28.6%CLAUDE 14.3% | Claim |
| 26 | hebbia.com | 10.7% 95% CI 3.7–27.2% 3 mentions · avg pos 12.5 first pick 0% | — | GEMINI 28.6%PERPLEXITY 14.3% | Claim |
| 27 | tamaracinc.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 1.5 first pick 50% | — | CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 28 | addepar.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 2 first pick 50% | — | GEMINI 14.3%CHATGPT 14.3% | Claim |
| 29 | Black Diamond | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 2 first pick 50% | — | GEMINI 14.3%CLAUDE 14.3% | Claim |
| 30 | copilot.money | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 2 first pick 50% | — | CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 31 | ProjectionLab | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 2 first pick 50% | — | CHATGPT 14.3%PERPLEXITY 14.3% | Claim |
| 32 | Boldin | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 2.5 first pick 0% | — | CHATGPT 14.3%PERPLEXITY 14.3% | Claim |
| 33 | ynab.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 2.5 first pick 50% | — | CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 34 | drift.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 3 first pick 0% | — | CHATGPT 14.3%CLAUDE 14.3% | Claim |
| 35 | Kwanti | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 3 first pick 0% | — | CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 36 | Report Assistant | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 3 first pick 50% | — | GEMINI 14.3%CLAUDE 14.3% | Claim |
| 37 | Cleo | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 3.5 first pick 50% | — | CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 38 | Vena | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 3.5 first pick 50% | — | GEMINI 14.3%PERPLEXITY 14.3% | Claim |
| 39 | Wealth.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 3.5 first pick 0% | — | CHATGPT 28.6% | Claim |
| 40 | cube.dev | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 4 first pick 50% | — | GEMINI 14.3%CLAUDE 14.3% | Claim |
| 41 | datarails.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 4 first pick 50% | — | GEMINI 14.3%CLAUDE 14.3% | Claim |
| 42 | pigment.io | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 4 first pick 50% | — | GEMINI 14.3%CLAUDE 14.3% | Claim |
| 43 | Magnifi | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 5 first pick 0% | — | GEMINI 14.3%PERPLEXITY 14.3% | Claim |
| 44 | Pulse360 | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 5 first pick 0% | — | GEMINI 14.3%CLAUDE 14.3% | Claim |
| 45 | chatfin.ai | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 7.5 first pick 0% | — | CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 46 | RightCapital's Iris | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 8 first pick 0% | — | GEMINI 14.3%CLAUDE 14.3% | Claim |
| 47 | advyzon.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 9 first pick 50% | — | GEMINI 14.3%CLAUDE 14.3% | Claim |
| 48 | anaplan.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 9 first pick 0% | — | GEMINI 28.6% | Claim |
| 49 | usecarly.com | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 9 first pick 0% | — | GEMINI 14.3%PERPLEXITY 14.3% | Claim |
| 50 | Riskalyze | 7.1% 95% CI 2–22.6% 2 mentions · avg pos 9 first pick 0% | — | GEMINI 14.3%CLAUDE 14.3% | Claim |
| 51 | ignidash.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 1 first pick 100% | — | GEMINI 14.3% | Claim |
| 52 | mint.intuit.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 1 first pick 100% | — | CLAUDE 14.3% | Claim |
| 53 | orionportfoliosolutions.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 1 first pick 100% | — | CLAUDE 14.3% | Claim |
| 54 | personalcapital.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 1 first pick 100% | — | CLAUDE 14.3% | Claim |
| 55 | acorns.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 2 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 56 | Betterment | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 2 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 57 | Fidelity | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 2 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 58 | Schwab | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 2 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 59 | Schwab Intelligent Portfolios | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 2 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 60 | snowflake.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 2 first pick 0% | — | GEMINI 14.3% | Claim |
| 61 | Wealthfront | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 2 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 62 | WiseCashAI | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 2 first pick 0% | — | GEMINI 14.3% | Claim |
| 63 | writer.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 2 first pick 0% | — | GEMINI 14.3% | Claim |
| 64 | ai4finance.org | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 3 first pick 0% | — | GEMINI 14.3% | Claim |
| 65 | FinRobot | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 3 first pick 0% | — | GEMINI 14.3% | Claim |
| 66 | fireflies.ai | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 3 first pick 0% | — | CLAUDE 14.3% | Claim |
| 67 | Investbanq | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 3 first pick 0% | — | GEMINI 14.3% | Claim |
| 68 | Nucleus | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 3 first pick 0% | — | CHATGPT 14.3% | Claim |
| 69 | v7labs.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 3 first pick 0% | — | GEMINI 14.3% | Claim |
| 70 | salesforce.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 4 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 71 | Catchlight | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 4 first pick 0% | — | GEMINI 14.3% | Claim |
| 72 | PreciseFP | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 4 first pick 0% | — | CHATGPT 14.3% | Claim |
| 73 | blackrock.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 5 first pick 0% | — | CLAUDE 14.3% | Claim |
| 74 | Conquest | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 5 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 75 | sheets.google.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 5 first pick 0% | — | CHATGPT 14.3% | Claim |
| 76 | Query Studio | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 5 first pick 0% | — | CLAUDE 14.3% | Claim |
| 77 | rocketmoney.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 5 first pick 0% | — | CLAUDE 14.3% | Claim |
| 78 | Service Bot | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 5 first pick 0% | — | CLAUDE 14.3% | Claim |
| 79 | VRGL | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 5 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 80 | arria.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 6 first pick 0% | — | CLAUDE 14.3% | Claim |
| 81 | board.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 6 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 82 | drivetrain.ai | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 6 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 83 | gnucash.org | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 6 first pick 0% | — | CHATGPT 14.3% | Claim |
| 84 | jedox.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 6 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 85 | Oracle Cloud EPM | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 6 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 86 | orionadvisortech.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 6 first pick 0% | — | CLAUDE 14.3% | Claim |
| 87 | SAP | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 6 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 88 | SAP Analytics Cloud | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 6 first pick 0% | — | PERPLEXITY 14.3% | Claim |
| 89 | Saifr | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 6 first pick 0% | — | GEMINI 14.3% | Claim |
| 90 | Intelligent Meeting | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 8 first pick 0% | — | GEMINI 14.3% | Claim |
| 91 | InvestCloud | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 8 first pick 0% | — | GEMINI 14.3% | Claim |
| 92 | adoption.microsoft.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 8 first pick 0% | — | CHATGPT 14.3% | Claim |
| 93 | workday.com | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 8 first pick 0% | — | CLAUDE 14.3% | Claim |
| 94 | Workday Adaptive Planning | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 8 first pick 0% | — | CLAUDE 14.3% | Claim |
| 95 | Backbase | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 9 first pick 0% | — | GEMINI 14.3% | Claim |
| 96 | TIFIN Sage | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 9 first pick 0% | — | GEMINI 14.3% | Claim |
| 97 | CoPlanner AI | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 10 first pick 0% | — | GEMINI 14.3% | Claim |
| 98 | Smarsh | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 10 first pick 0% | — | CLAUDE 14.3% | Claim |
| 99 | Finny | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 11 first pick 0% | — | GEMINI 14.3% | Claim |
| 100 | Orion Denali AI | 3.6% 95% CI 0.6–17.7% 1 mentions · avg pos 14 first pick 0% | — | GEMINI 14.3% | Claim |
Reading the numbers: Share is a point estimate on 28 sampled answers, so each row also shows its 95% CI — the Wilson score interval around that share. When two products' intervals overlap, the gap between them isn't statistically meaningful at this sample size. First pick is the share of a product's recommending answers where it was named first, which separates “always mentioned” from “usually the top recommendation”. Full methodology.
Independence: Orbator customers are badged for disclosure. Customer status does not affect prompts, sampling, extraction, or ranking — see the methodology. Your product on this list? Claim it to see the prompts behind your rank and track it weekly.
Watch this category
These rankings move. Get one email a week on who AI recommends in AI tools for financial advisors. No account needed.
Head-to-head pages for products ranked in AI tools for financial advisors. Each one sets out sourced facts side by side, plus which product AI assistants recommend more, engine by engine.
Jump ranks first with a recommendation share of 37.1% of 35 sampled answers in the 4-week window to 2026-09-05. Its mention breakdown splits into 8 recommended and 5 listed, with 6 in context. It was named first among recommendations in 61.5% of the runs that mentioned it. Engine spread runs from 42.9% of Gemini's 7 answers and 42.9% of ChatGPT's 7 answers down to 28.6% of Perplexity's 7 answers.
Orion ranks second at 34.3% of 35 sampled answers in the same window, with 7 recommended and 5 listed. It is the widest engine split in the top two, from 50% of Claude's 14 answers down to 14.3% of ChatGPT's 7 answers.
Zocks ranks third, also at 34.3% of 35 sampled answers, with 5 recommended and 7 listed. Its highest engine shares are 42.9% of Gemini's 7 answers and 42.9% of ChatGPT's 7 answers, its lowest 28.6% of Claude's 14 answers.
RightCapital ranks fourth at 25.7% of 35 sampled answers, with 1 recommended against 8 listed. It reached 57.1% of Gemini's 7 answers and 0% of ChatGPT's 7 answers.
Holistiplan ranks fifth at 22.9% of 35 sampled answers, with 4 recommended and 4 listed. Its range runs from 42.9% of Gemini's 7 answers and 42.9% of Perplexity's 7 answers to 0% of ChatGPT's 7 answers.
The four engines each recommended a different product most among the top five. Claude, across 14 answers, recommended Orion most. Gemini, across 7 answers, recommended RightCapital most. ChatGPT, across 7 answers, recommended Jump most. Perplexity, across 7 answers, recommended Holistiplan most. No product carried the category across all four.
RightCapital shows the widest gap between engines. It reached 57.1% of Gemini's 7 answers and 0% of ChatGPT's 7 answers, a spread of 57.1 points. Holistiplan is the other split case, at 42.9% of Gemini's 7 answers and 42.9% of Perplexity's 7 answers against 0% of ChatGPT's 7 answers. A shortlist built from one assistant would look different from a shortlist built from another in this category.
This is the first measured window on record for AI tools for financial advisors. It runs 2026-08-08 to 2026-09-05, 28 days, and covers 35 sampled answers across four engines. There is no prior window to compare against, so no product entered or left the top ten and no share change can be reported yet.
Jump leads the window at 37.1% of 35 sampled answers. Orion and Zocks follow, both at 34.3% of 35 sampled answers. RightCapital sits at 25.7% and Holistiplan at 22.9% of the same 35 answers. The confidence intervals are wide at this sample size. Jump ranges from 23.2 to 53.7, and the gap between rank 1 and rank 5 sits inside overlapping intervals. Treat the order as provisional until a second window is measured.
Every number on this page is measured from sampled answers, and those answers are kept. The archive holds dated excerpts of what each engine answered, never full answers. Read the answer archive for ai tools for financial advisors to see the excerpts by date and engine, or view the ranking history to see what entered and left this ranking and when.
Across 28 sampled AI answers from 4 engines (Aug 21, 2026 to Sep 18, 2026), Jump is recommended most often for ai tools for financial advisors, appearing in 35.7% of recommendations, followed by Zocks (35.7%). This is a measurement of what AI assistants recommend, not an editorial verdict.
ChatGPT recommends Jump most often for ai tools for financial advisors. It appears as a recommendation in 42.9% of ChatGPT's sampled answers in this window (Aug 21, 2026 to Sep 18, 2026). Other engines answer differently. The per-engine breakdown in the ranking shows each one.
Orbator samples AI answers to buyer questions across 4 engines and counts how often each product is recommended. No product pays for placement. The ai tools for financial advisors ranking is based on 28 answers in the current 4-week window (Aug 21, 2026 to Sep 18, 2026). Full methodology is published at https://www.orbator.io/ai-index/methodology.
Verified facts for the most-recommended products — each sourced and dated. No editorial scoring, just the data side by side.
| Microsoftmicrosoft.com | Snowflakesnowflake.com | Writerwriter.com | GnuCashgnucash.org | |
|---|---|---|---|---|
| Pricing | — | — | Starter: Free ↗ sourceverified Sep 5, 2026 | — |
| Features | cloud storage ↗ sourceverified Sep 5, 2026 | Analytics ↗ sourceverified Sep 5, 2026 | Personality profile ↗ sourceverified Sep 5, 2026 | Small-Business Accounting ↗ sourceverified Sep 5, 2026 |
| Platforms | PC ↗ sourceverified Sep 5, 2026 | — | — | BSD ↗ sourceverified Sep 5, 2026 |
| Integrations | — | Coalesce ↗ sourceverified Sep 5, 2026 | Connectors ↗ sourceverified Sep 5, 2026 | QIF ↗ sourceverified Sep 5, 2026 |
What AI recommends in adjacent categories — same method, fresh weekly.
Not in the answer? That's fixable.
Check Your AI Visibility →© 2026 Orbator. All rights reserved.